Haleon says it'll take about 10 more months to bring Futura's Eroxon erectile dysfunction gel to the US. Analysts, however, say it may even arrive before the end of the year, with Haleon already investing significantly in its launch strategy. 

Blink NutriTears supplement containing lutein/zeaxanthin, curcumin and vitamin D3 coming in 2024 is example of a cross-segment sales benefit B+L sees in dry eye product category. Consumer eye care and vision health product sales are key drivers for 18% Q1 net sales growth to $1.1bn.

Canadian firm received approval from FDA for NDA submitted in May 2023 for Lumify Preservative Free. A month earlier, FDA approved Dr. Reddy's ANDA submitted in July 2021 for an equivalent of Lumify’s formulation, brimonidine tartrate 0.025% ophthalmic solution.

The sun shines over a sector with multi-blockbuster products in their prime. But clouds are looming, and highly innovative products that cannot replace the sales shortfalls could lead to a re-rating of the sector’s growth prospects.